Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s CSX Corp CSX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$762K Sell
16,384
-88
-0.5% -$4.36K 0.07% 158
2026
Q2 		$783K Buy
16,472
+26
+0.2% +$1.17K 0.07% 148
2026
Q1 		$675K Buy
16,446
+5
+0% +$196 0.07% 161
2025
Q4 		$596K Sell
16,441
-368
-2% -$13.2K 0.06% 178
2025
Q3 		$597K Buy
16,809
+1,229
+8% +$42K 0.07% 175
2025
Q2 		$508K Sell
15,580
-6,789
-30% -$204K 0.07% 195
2025
Q1 		$658K Sell
22,369
-643
-3% -$20.4K 0.1% 125
2024
Q4 		$743K Buy
23,012
+6,787
+42% +$233K 0.11% 106
2024
Q3 		$560K Buy
16,225
+562
+4% +$19.1K 0.08% 171
2024
Q2 		$524K Buy
15,663
+93
+0.6% +$3.16K 0.07% 170
2024
Q1 		$577K Sell
15,570
-177
-1% -$6.46K 0.08% 160
2023
Q4 		$546K Sell
15,747
-17
-0.1% -$542 0.09% 160
2023
Q3 		$485K Buy
15,764
+900
+6% +$28.5K 0.08% 167
2023
Q2 		$507K Buy
14,864
+6,067
+69% +$192K 0.08% 165
2023
Q1 		$263K Buy
8,797
+699
+9% +$21.5K 0.04% 299
2022
Q4 		$251K Sell
8,098
-3,904
-33% -$117K 0.04% 299
2022
Q3 		$319K Buy
12,002
+1,303
+12% +$40.5K 0.06% 220
2022
Q2 		$311K Sell
10,699
-4,730
-31% -$154K 0.06% 238
2022
Q1 		$578K Buy
15,429
+3,480
+29% +$123K 0.11% 148
2021
Q4 		$449K Buy
11,949
+328
+3% +$11.6K 0.09% 172
2021
Q3 		$346K Buy
11,621
+776
+7% +$24.8K 0.08% 217
2021
Q2 		$348K Buy
10,845
+6
+0.1% +$198 0.08% 205
2021
Q1 		$348K Buy
10,839
+798
+8% +$24.4K 0.09% 194
2020
Q4 		$304K Sell
10,041
-612
-6% -$17.6K 0.07% 192
2020
Q3 		$276K Sell
10,653
-111
-1% -$2.74K 0.09% 178
2020
Q2 		$250K Buy
+10,764
New +$238K 0.08% 184
2020
Q1 		– Sell
-10,971
Closed -$264K – 244
2019
Q4 		$264K Buy
+10,971
New +$260K 0.12% 169

Other funds holding CSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its CSX Corp (CSX) stake by 0.53% in Q3 2026, selling an estimated $4.36K and leaving 16,384 shares worth $762K. The position accounts for 0.07% of the portfolio, ranked #158.

Pinnacle Wealth Planning Services first reported a position in CSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $783K in Q2 2026. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 16,384 shares of CSX Corp worth $762K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 88 CSX Corp shares in Q3 2026, an estimated $4.36K.
  • CSX Corp made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #158 holding.
  • Pinnacle Wealth Planning Services first reported a position in CSX Corp in Q4 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's CSX Corp position peaked at $783K in Q2 2026.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.